Harbor Investment Advisory’s Willis Towers Watson WTW Stock Holding History

Harbor Investment Advisory’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.9K	Hold	57	–	–	﹤0.01%	1000
2026 Q1	$16.6K	Sell	57 -48	-46%	-$14.7K	﹤0.01%	817
2025 Q4	$34.5K	Buy	105 +12	+13%	+$3.93K	﹤0.01%	723
2025 Q3	$32.1K	Hold	93	–	–	﹤0.01%	711
2025 Q2	$28.5K	Hold	93	–	–	﹤0.01%	721
2025 Q1	$31.4K	Hold	93	–	–	﹤0.01%	688
2024 Q4	$29.1K	Hold	93	–	–	﹤0.01%	691
2024 Q3	$27.4K	Sell	93 -1	-1%	-$280	﹤0.01%	705
2024 Q2	$24.6K	Buy	94 +1	+1%	+$258	﹤0.01%	711
2024 Q1	$25.6K	Hold	93	–	–	﹤0.01%	699
2023 Q4	$22.4K	Hold	93	–	–	﹤0.01%	702
2023 Q3	$19.4K	Sell	93 -2	-2%	-$427	﹤0.01%	700
2023 Q2	$22.4K	Buy	95 +2	+2%	+$461	﹤0.01%	879
2023 Q1	$21.6K	Hold	93	–	–	﹤0.01%	903
2022 Q4	$22.7K	Hold	93	–	–	﹤0.01%	880
2022 Q3	$19K	Hold	93	–	–	﹤0.01%	923
2022 Q2	$18K	Hold	93	–	–	﹤0.01%	930
2022 Q1	$22K	Hold	93	–	–	﹤0.01%	921
2021 Q4	$22K	Hold	93	–	–	﹤0.01%	915
2021 Q3	$22K	Hold	93	–	–	﹤0.01%	928
2021 Q2	$21K	Hold	93	–	–	﹤0.01%	895
2021 Q1	$21K	Hold	93	–	–	﹤0.01%	874
2020 Q4	$20K	Hold	93	–	–	﹤0.01%	828
2020 Q3	$19K	Sell	93 -9	-9%	-$1.84K	﹤0.01%	754
2020 Q2	$20K	Buy	102 +59	+137%	+$11.3K	﹤0.01%	641
2020 Q1	$7K	Hold	43	–	–	﹤0.01%	818
2019 Q4	$9K	Buy	+43	New	+$8.24K	﹤0.01%	655

Other funds holding WTW

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Harbor Investment Advisory's WTW Position: Q2 2026 in Review

Harbor Investment Advisory held its Willis Towers Watson (WTW) position steady in Q2 2026 at 57 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Harbor Investment Advisory first reported a position in WTW in Q4 2019 and has held it in 27 quarters since. The position peaked at $34.5K in Q4 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Harbor Investment Advisory held 57 shares of Willis Towers Watson worth $14.9K as of Q2 2026.
Harbor Investment Advisory left its Willis Towers Watson share count unchanged in Q2 2026.
Willis Towers Watson made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1000 holding.
Harbor Investment Advisory first reported a position in Willis Towers Watson in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's Willis Towers Watson position peaked at $34.5K in Q4 2025.
114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.